Generate Initial Candidate List

Explanation

Use this function to generate an initial candidate list. It is possible to do a matching for both internal and external applicants as well as employees in the organization who did not apply.

You will use the Matching Engine window, and the result (applicants or employees) will be based on criteria selected there. 

Prerequisites

Before generating an initial candidate list, a Personnel Requisition No and Candidate ID must have been registered.

Window

Personnel Requisition

Related Window Descriptions

Personnel Requisition
Personnel Requisition / Job Candidates
Generate Initial Candidate List

Procedure

1. Open the Personnel Requisition window.
2. Search or populate for the relevant requisition and go to the Job Candidates tab.
3. Right-click in the tab and click Generate Initial Candidate List... A dialog window will open.
4. In the Candidate Source area:
   • Activate the Include Employees option to look for candidates among people employed in your company.
   • Activate the Applicants (External) if you want to look for candidates among external applicants
5. Select From Applicants Applied Jobs check box if the list should contain applicants who applied for the job.
6. Select From Specification Matching check box if the list should contain everyone who matches the criteria you will later specify in the Matching Engine window.
7. Select Include Applicants Reserved for Other Jobs if the list should include applicants who are already reserved for other positions.
8. In the Result Compilation area:
   • Activate the Append to Existing List option if you want to keep the already registered candidates and just add the new ones.
   • Activate the Overwrite the Existing List option if you want to delete the old candidate list and replace it with a new one.
9. Press OK, depending on your choices, candidates will be loaded immediately or the Matching Engine  window will open.
10. Use the Matching Engine window to find employees who fit your criteria. For more information on the window, please read its documentation.
11. Once the matching is set up, click Proceed. You will be taken back to the Personnel Requisition window. All employees who met your criteria (and belong to the company where the personnel requisition was registered) will be loaded onto the Job Candidates tab.
12. Save your changes.